CBIZ, Inc.
CBZ- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000944148
No open-market purchases or sales by CBIZ, Inc. insiders were filed in the last 90 days; 260 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in CBIZ, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 245
- +15 vs. Q2 2023
- Shares held
- 43.8M
- −483.6K (−1.1%) vs. Q2 2023
- Total value
- $2.27B
- −$85.2M (−3.6%) vs. Q2 2023
- New holders
- 37
- 79 more added
- Sold out
- 22
- 84 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $1.64B |
| Q1 2026 | 263 | $1.43B |
| Q4 2025 | 265 | $2.73B |
| Q3 2025 | 262 | $2.69B |
| Q2 2025 | 277 | $3.43B |
| Q1 2025 | 290 | $3.39B |
| Q4 2024 | 282 | $3.74B |
| Q3 2024 | 286 | $3.01B |
| Q2 2024 | 276 | $3.38B |
| Q1 2024 | 269 | $3.55B |
| Q4 2023 | 260 | $2.76B |
| Q3 2023 | 245 | $2.27B |
| Q2 2023 | 233 | $2.36B |
| Q1 2023 | 227 | $2.21B |
| Q4 2022 | 228 | $2.09B |
| Q3 2022 | 208 | $1.95B |
| Q2 2022 | 188 | $1.86B |
| Q1 2022 | 173 | $1.98B |
| Q4 2021 | 169 | $1.82B |
| Q3 2021 | 161 | $1.51B |
| Q2 2021 | 168 | $1.55B |
| Q1 2021 | 168 | $1.56B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding CBIZ, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $157 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $260 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $311 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 8 | $416 | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 11 | $571 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $675 | 0.00% | +1+8.3% | Added |
| Proequities, Inc. | 14 | $726 | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 18 | $935 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 22 | $1.14K | 0.00% | +5+29.4% | Added |
| GWM Advisors LLC | 26 | $1.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $2.28K | 0.00% | +5+12.8% | Added |
| Park Place Capital Corp | 72 | $3.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $4.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $4.41K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $5.14K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $7.47K | 0.00% | +144 | New |
| EverSource Wealth Advisors, LLC | 189 | $9.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 201 | $10.4K | 0.00% | −22−9.9% | Reduced |
| Lindbrook Capital, LLC | 201 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 268 | $13.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 304 | $15.0K | 0.00% | +304 | New |
| Silicon Valley Capital Partners | 293 | $15.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 406 | $20.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 542 | $28.0K | 0.00% | +542 | New |
| Quarry LP | 549 | $28.5K | 0.02% | +549 | New |
| Signaturefd, LLC | 572 | $29.7K | 0.00% | +125+28.0% | Added |
| Assetmark, Inc | 725 | $37.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 794 | $41.2K | 0.00% | +794 | New |
| Tower Research Capital LLC (TRC) | 830 | $43.1K | 0.00% | −9,332−91.8% | Reduced |
| Fortis Group Advisors, LLC | 875 | $45.4K | 0.01% | +875 | New |
| Systematic Alpha Investments, LLC | 1,118 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,150 | $60.0K | 0.05% | −4−0.3% | Reduced |
| US Bancorp | 1,567 | $81.3K | 0.00% | −37−2.3% | Reduced |
| Trust Co of Vermont | 1,950 | $101.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,069 | $107.4K | 0.00% | +722+53.6% | Added |
| Point72 Middle East FZE | 2,521 | $130.8K | 0.01% | −5,870−70.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,601 | $135.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,700 | $140.1K | 0.00% | +2,700 | New |
| Metropolitan Life Insurance Co | 2,759 | $143.2K | 0.01% | +168+6.5% | Added |
| TD Waterhouse Canada Inc. | 3,025 | $155.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,229 | $167.6K | 0.00% | −18−0.6% | Reduced |
| Citadel Advisors LLC | 3,322 | $172.4K | 0.00% | −7,925−70.5% | Reduced |
| Flaharty Asset Management, LLC | 3,492 | $181.2K | 0.03% | +3,492 | New |
| Keybank National Association | 3,888 | $201.8K | 0.00% | −2,070−34.7% | Reduced |
| Compass Ion Advisors, LLC | 3,897 | $202.3K | 0.03% | +3,897 | New |
| Aigen Investment Management, LP | 4,225 | $219.3K | 0.04% | −1,852−30.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,381 | $227.4K | 0.00% | +257+6.2% | Added |
| Petrus Trust Company, LTA | 4,516 | $234.4K | 0.03% | −249−5.2% | Reduced |
| HRT Financial LP | 4,614 | $239.0K | 0.00% | +4,614 | New |
| Vestcor Inc | 4,624 | $240.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,648 | $241.0K | 0.00% | +4,648 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,672 | $242.5K | 0.00% | −17,676−79.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,765 | $247.3K | 0.01% | +929+24.2% | Added |
| Moran Wealth Management, LLC | 4,904 | $254.5K | 0.01% | −527−9.7% | Reduced |
| State of Wisconsin Investment Board | 4,980 | $258.5K | 0.00% | +790+18.9% | Added |
| State of Wyoming | 4,991 | $259.0K | 0.06% | +1,767+54.8% | Added |
| HSBC Holdings PLC | 5,176 | $268.3K | 0.00% | −458−8.1% | Reduced |
| Cresset Asset Management, LLC | 5,293 | $274.7K | 0.00% | +787+17.5% | Added |
| The PNC Financial Services Group, Inc. | 5,327 | $276.5K | 0.00% | +747+16.3% | Added |
| Pictet Asset Management Holding SA | 5,358 | $278.1K | 0.00% | +5,358 | New |
| Aquatic Capital Management LLC | 5,400 | $280.0K | 0.01% | +5,400 | New |
| Inceptionr LLC | 5,483 | $284.6K | 0.16% | +5,483 | New |
| Mariner, LLC | 5,634 | $292.4K | 0.00% | +143+2.6% | Added |
| CWM Advisors, LLC | 5,947 | $308.6K | 0.04% | +38+0.6% | Added |
| Citigroup Inc | 6,004 | $311.6K | 0.00% | −23,697−79.8% | Reduced |
| Mayflower Financial Advisors, LLC | 6,060 | $314.5K | 0.05% | +1,060+21.2% | Added |
| Sawgrass Asset Management LLC | 6,074 | $315.2K | 0.04% | +528+9.5% | Added |
| ProShare Advisors LLC | 6,231 | $323.4K | 0.00% | −8−0.1% | Reduced |
| Janney Montgomery Scott LLC | 6,299 | $327.0K | 0.00% | −1,000−13.7% | Reduced |
| Yarbrough Capital, LLC | 6,601 | $342.6K | 0.02% | +6,601 | New |
| Ifrah Financial Services, Inc. | 6,666 | $346.0K | 0.11% | −56−0.8% | Reduced |
| Country Club Bank | 6,613 | $348.3K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7,024 | $364.5K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,075 | $367.2K | 0.00% | −20.0% | Reduced |
| HMS Capital Management, LLC | 7,117 | $369.4K | 0.24% | −175−2.4% | Reduced |
| Gotham Asset Management, LLC | 7,155 | $371.3K | 0.01% | −55−0.8% | Reduced |
| JustInvest LLC | 7,185 | $372.9K | 0.01% | +85+1.2% | Added |
| New York Life Investment Management LLC | 7,194 | $373.4K | 0.00% | −1,134−13.6% | Reduced |
| Commerce Bank | 7,243 | $375.9K | 0.00% | −10,116−58.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,356 | $381.8K | 0.00% | +1,167+18.9% | Added |
| Amalgamated Bank | 7,413 | $385.0K | 0.00% | +139+1.9% | Added |
| Capstone Investment Advisors, LLC | 7,693 | $399.3K | 0.01% | +7,693 | New |
| Quantbot Technologies LP | 7,782 | $403.9K | 0.03% | +7,106+1,051.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,820 | $405.9K | 0.04% | +7,820 | New |
| Lazard Asset Management LLC | 8,059 | $418.0K | 0.00% | +4,358+117.8% | Added |
| Engineers Gate Manager LP | 8,082 | $419.5K | 0.02% | +8,082 | New |
| Virginia Retirement Systems Et Al | 8,100 | $420.4K | 0.00% | +8,100 | New |
| DekaBank Deutsche Girozentrale | 8,059 | $423.0K | 0.00% | +8,059 | New |
| CI Private Wealth, LLC | 8,588 | $445.7K | 0.00% | −4,181−32.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,017 | $468.0K | 0.26% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,809 | $509.1K | 0.04% | −30.0% | Reduced |
| Diversified Trust Co | 9,881 | $512.8K | 0.02% | +251+2.6% | Added |